Carl R Carlson
Chief Executive OfficerCarlson & Company Financial Services, LLCCRD 5802320
About Carl R Carlson
Carl R Carlson is listed as Chief Executive Officer at Carlson & Company Financial Services, LLC in Topeka, KS. Form ADV reports a beneficial ownership band of Under 5%. Carl R Carlson is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Carlson & Company Financial Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Carl R Carlson work?
Carl R Carlson is listed as Chief Executive Officer at Carlson & Company Financial Services, LLC on SEC Form ADV.
How much of Carlson & Company Financial Services, LLC does Carl R Carlson own?
Form ADV reports a beneficial ownership band of Under 5%.
Carlson & Company Financial Services, LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
Carlson & Company Financial Services, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |